Granite Investment Partners, LLC Portfolio Holdings

Granite Investment Partners, LLC

  • $1.93 Billion
  • Q2 2025

Granite Investment Partners, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.93 Billion distributed in 255 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $77.8M, Apple Inc. with a value of $44.8M, Nvidia Corp with a value of $44.5M, Amazon Com Inc with a value of $42.5M, and Eaton Corp PLC with a value of $34.3M.

Examining the 13F form we can see an increase of $64.3M in the current position value, from $1.87B to 1.93B.

Below you can find more details about Granite Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.93 Billion
Industrials: $516 Million
Technology: $436 Million
Healthcare: $289 Million
Financial Services: $218 Million
Consumer Cyclical: $153 Million
Consumer Defensive: $117 Million
Communication Services: $85.4 Million
Basic Materials: $56.8 Million
Other: $61.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$77.8 Million 4.03% of portfolio
156,412
Q2 2025 Reduced 1.99%
$3.69T
$44.8 Million 2.32% of portfolio
218,400
Q2 2025 Reduced 6.04%
$456B
$44.5 Million 2.3% of portfolio
281,864
Q2 2025 Reduced 3.15%
$2.26T
$42.5 Million 2.2% of portfolio
193,612
Q2 2025 Reduced 3.41%
$145B
$34.3 Million 1.78% of portfolio
96,112
Q2 2025 Added 0.9%
$306B
$34.5 Million 1.78% of portfolio
133,904
Q2 2025 Reduced 2.91%
$7.74B
$34 Million 1.76% of portfolio
273,979
Q2 2025 Reduced 8.1%
$1.24T
$31.5 Million 1.63% of portfolio
177,744
Q2 2025 Reduced 3.8%
$3.24B
$31.1 Million 1.61% of portfolio
433,989
Q2 2025 Reduced 19.38%
$551B
$30.7 Million 1.59% of portfolio
86,500
Q2 2025 Reduced 4.02%
$2.72B
$29.8 Million 1.54% of portfolio
259,946
Q2 2025 Reduced 7.01%
$182B
$24.4 Million 1.26% of portfolio
46,242
Q2 2025 Reduced 3.02%
$142B
$24.2 Million 1.25% of portfolio
61,142
Q2 2025 Reduced 2.22%
$10.2B
$23.5 Million 1.21% of portfolio
69,723
Q2 2025 Added 428.04%
$39.2B
$23.2 Million 1.2% of portfolio
69,821
Q2 2025 Added 3.43%
$23.2B
$22.3 Million 1.15% of portfolio
54,642
Q2 2025 Reduced 3.17%
$608B
$21.9 Million 1.13% of portfolio
28,090
Q2 2025 Reduced 2.75%
$1.78T
$21.8 Million 1.13% of portfolio
29,565
Q2 2025 Reduced 1.65%
$5.05B
$21.1 Million 1.09% of portfolio
182,963
Q2 2025 Reduced 49.35%
$5.07B
$21 Million 1.09% of portfolio
484,171
Q2 2025 Reduced 8.4%
$6.12B
$20.8 Million 1.07% of portfolio
166,970
Q2 2025 New
$153B
$20.3 Million 1.05% of portfolio
39,840
Q2 2025 Reduced 2.99%
$5.63B
$20.1 Million 1.04% of portfolio
386,866
Q2 2025 Reduced 7.67%
$1.59B
$20.2 Million 1.04% of portfolio
1,190,247
Q2 2025 Reduced 7.35%
$4.25B
$19.9 Million 1.03% of portfolio
192,580
Q2 2025 Added 1,189.71%
$2.34B
$19.6 Million 1.02% of portfolio
726,584
Q2 2025 Added 44.74%
$3.39B
$19.7 Million 1.02% of portfolio
1,430,842
Q2 2025 Added 18.57%
$859B
$19.3 Million 1.0% of portfolio
66,651
Q2 2025 Reduced 1.07%
$1.65B
$19.1 Million 0.99% of portfolio
1,720,944
Q2 2025 Added 320.57%
$439B
$19 Million 0.98% of portfolio
19,230
Q2 2025 Reduced 1.14%
$1.14B
$18.7 Million 0.97% of portfolio
133,338
Q2 2025 Reduced 33.59%
$92.8B
$18.5 Million 0.96% of portfolio
53,948
Q2 2025 Added 27.28%
$5.44B
$18.1 Million 0.94% of portfolio
156,209
Q2 2025 Reduced 7.38%
$3B
$18.1 Million 0.94% of portfolio
266,782
Q2 2025 Reduced 7.51%
$3.17B
$17.8 Million 0.92% of portfolio
1,148,466
Q2 2025 Added 167.42%
$12.1B
$17.5 Million 0.9% of portfolio
64,690
Q2 2025 New
$3.71B
$17.1 Million 0.89% of portfolio
130,326
Q2 2025 Reduced 8.89%
$2.06B
$17.2 Million 0.89% of portfolio
636,223
Q2 2025 Reduced 1.73%
$5.03B
$16.2 Million 0.84% of portfolio
195,666
Q2 2025 New
$3.14B
$16.1 Million 0.83% of portfolio
644,370
Q2 2025 Reduced 7.73%
$690M
$15.9 Million 0.82% of portfolio
184,677
Q2 2025 Added 35.22%
$6.19B
$15.5 Million 0.8% of portfolio
128,282
Q2 2025 Reduced 8.94%
$93.6B
$14.8 Million 0.77% of portfolio
29,039
Q2 2025 Reduced 5.37%
$13.1B
$14.8 Million 0.77% of portfolio
445,337
Q2 2025 Reduced 7.13%
$7.92B
$14.1 Million 0.73% of portfolio
51,641
Q2 2025 New
$7.05B
$14.1 Million 0.73% of portfolio
164,484
Q2 2025 Reduced 7.35%
$2.58B
$14.1 Million 0.73% of portfolio
124,462
Q2 2025 Reduced 6.51%
$2.41B
$13.8 Million 0.71% of portfolio
345,079
Q2 2025 Added 21.98%
$6.76B
$13.7 Million 0.71% of portfolio
113,363
Q2 2025 Reduced 28.2%

Summary

  • Portfolio
  • No. of Stocks 255
  • Current Value $1.93 Billion
  • Prior Value $1.87 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 134 stocks
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